Clients & delivery

What you do with it

This is where you record who you work for and what you do for them: the client, the locations where your people work, the projects and contracts, and which roles you deliver. Every shift you plan belongs to a client and a location. Your planner sees where someone needs to go. Your finance team sees which invoice the work goes on. Nobody has to type anything twice.

Capabilities

Everything you need to know about a client to plan well and invoice correctly sits with that client. No address list in a spreadsheet, no contracts in a folder, and no rates that only live in someone's head.

• All your clients in one overview, with contact person, address, and whether the client is active. For each client you see its locations, projects, and contracts straight away.
• Locations per client, with address and map. If a location closes for a while, you pause it instead of deleting it.
• Projects per client, such as neighbourhood care or a regular night shift. For each project you record which role you deliver and which requirements apply, so you only plan people who are allowed to do the work.
• Contracts with a start and end date. You see which agreements are running and when they end.
• Requirements and rates per client. Each shift uses the rate that applied that day, even if you change it later.
• Choose the industries you work in, such as care, hospitality, or security. You then get the roles and the irregular-hours premiums (ORT) that go with them. If you stop delivering a role for a while, you pause it.
• Turn on the client portal and invite your contact at the client. They can then check in for themselves, without you emailing overviews.
• Get going quickly: on first start, a step-by-step guide helps you add your first client, location, and role. Anything you don't need yet, you fill in later. Already have a client list? Bring it over from a spreadsheet in one go.

What it looks like

Below you see how Noordzee Inzet BV, the fictional agency from our demo, has set up its client Zorggroep Havenstad BV: from the client itself to the projects and the locations where the work happens.

All your clients in one place

For each client you see at a glance who your contact is, where the client is based, and whether the client is active. From the client, one click takes you to its projects, locations, contracts, and rates.

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The Noordzee Inzet BV client overview, searched for Havenstad. For Zorggroep Havenstad BV you see the contact person Carla de Vries, the city of Rotterdam, and that the client is active.

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Zorggroep Havenstad BV up close: contact details, address, and Chamber of Commerce number on one side, the running projects on the other. Carla de Vries has been invited to the client portal.

What you deliver, per project

Under a client you add projects, such as neighbourhood care or a night shift. Each project has a run time and the role you deliver, so your planners know which work belongs to it.

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The four running projects for Zorggroep Havenstad BV, from day care in Havenstad Centrum to weekend care in Havenstad Zuid, each with its own run time.

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The Wijkzorg Havenstad project runs from late July to late December 2026. You see how far along the project is and which role you deliver. From here you can also plan a shift straight away.

Where the work happens

Each client has one or more locations, with address and map. Your planner sees where someone needs to go for every shift, and the invoice lists the work under the right location.

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The two Rotterdam locations of Zorggroep Havenstad BV, Havenstad Centrum and Havenstad Zuid, with their addresses and on the map.

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Havenstad Centrum on the Coolsingel in Rotterdam. Next to the address and map you also see the client and the contact person, so your planner knows where someone reports.

Outcomes

Planners and finance work from the same client details. You update a new address or contract in one place, and it is right everywhere. Approved hours are invoiced under the right client and location, without anyone lining up spreadsheets.